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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,168 | $80,812-59.0% | $160,784-79.4% | $82,448-59.8% |
| Participation rate | 62.1% | 66.2%-4.2pp | 77.0%-14.9pp | 68.1%-6.0pp |
| Annual return | 17.53% | 100.59%-83.1pp | 1803.92%-1786.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,229 | $2,174+2.5% | $3,733-40.3% | $2,551-12.6% |
| Participant deferral / active EE | $3,508 | $4,335-19.1% | $6,293-44.2% | $4,139-15.2% |
| Admin fee / account holder | $1,402 | $7,695-81.8% | $9,717-85.6% | $7,234-80.6% |